Charles Lacerte
Financial Services
- Role
- Investment Service Specialist at MassMutual
- Location
- Concord, NH, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Investment Service Specialist
Jul 2022 — Present
As a member of MMLIS\'s account maintenance team, I assist agents with keeping their books and records up to date with us as their broker dealer. I\'ve worked on timings/productivity projects, process audits, overhauling and documenting procedures, along with training international team members on existing processes.
Education
Southern New Hampshire University
Bachelor of Science - BS, Data Analysis
Manchester High School West
High School Diploma
2005 — 2009
Skills
- Tactics
- Team Building
- Project Planning
- Leadership Development
- Microsoft Word
- Security+
- Team Leadership
- Event Management
- Security Clearance
- Customer Service
- Physical Security
- Social Networking
- Comsec
- Time Management
- Organizational Leadership
- Military Training
- Military Experience
- Security Operations
- Intelligence Analysis
- Public Relations
- Powerpoint
- Microsoft Excel
- Analysis
- Afghanistan
- Research
- Information Assurance
- Leadership
- Command
- Public Speaking
- Dod
- National Security
- Microsoft Office
- Windows
- Community Outreach
- Inventory Management
- Problem Solving
- Program Management
- Supervisory Skills
- Top Secret
- Military
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